B
Evidence Grade B
Graded
under review
Safe to Cite
Recent
3%
3% -- marketing budget percentage of revenue for Top-performing 401(k) advisors (RIAs) (2025)
Attribution:
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Lighthouse Research Team
Last verified:
·
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Source verified
Evidence graded
Value
3%
Unit
Percentage
Data Vintage
2025
Entity
Evidence Quality
B
Strong, reliable evidence
Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.
Single source - not yet corroborated
Score breakdown
Extraction
50
Source Trust
60
Citation Chain
20
Independence
30
Methodology
45
Freshness
95
Source
Charles Schwab
Primary
Tier C
https://www.401k-marketing.com/post/should-you-drive-or-fly-a-hypothetical-question ↗
Source Article
Should You Drive or Fly? A hypothetical question
Original Research
Charles Schwab
· Original study ↗
Methodology
Business development/marketing spend as a share of gross annual revenue, cited from Schwab's RIA Benchmarking Study. Blog post does not specify the study year; article updated Oct 8, 2025. Context: article contrasts this with 'most advisors invest 1%' (unsourced) and a suggested 2% budget allocation.
Methodology documented
Segmentation
Industrymarketing
Cite this stat
Plain Text
Top-performing 401(k) advisors (RIAs): 3% marketing budget percentage of revenue. Source: Charles Schwab (2025). Via Lighthouse Intelligence -- https://lighthousedata.io/data/top-advisors-marketing-spend-3-percent
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<blockquote cite="https://lighthousedata.io/data/top-advisors-marketing-spend-3-percent" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>3%</strong> -- marketing budget percentage of revenue for Top-performing 401(k) advisors (RIAs)<br><small>Source: Charles Schwab (2025) · <a href="https://lighthousedata.io/data/top-advisors-marketing-spend-3-percent" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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